Edit a Letter Template

Edit any standard letter in iSAMS. You may wish to edit a letter to change its default content, adjust the layout or to switch the letter category to control who can use the letter.

Click on a username in any template to display the User Information window. This is useful if you want to contact the author of the template.

To edit a letter template, follow the steps below:

1. In the Admissions module, select the Applicant tab.
2. Select the Templates function:
   
3. Select the Letter Category tab that you want to work with.
4. Click on a Letter Template Name to preview the letter:
   
5. Click Edit Letter at the top of the window.
   The Letter Preview window is displayed:
   
6. Edit the Letter Name, if required. The nature of the letter must be clear as this is listed when you select a letter to send.
7. Edit the Letter Category:
   
   • 'Shared Letter Templates'. These can be selected by any user with access to applicant records.
   • 'My Letter Templates'. These are solely for your own use. This is useful for communication which you want to control, such as offer letters.
8. Select who to Send Letter To:
   
   • Parents/Contacts. Letters can be sent to any applicant contact who has the Mail Options of All Merges or Correspondence selected in Student Contacts.
   • School. Letters can be sent to a pupil's previous or current.
9. Select whether the letter is related to the Parent Portal or not. Parent Portal letters are sent to parents to help them activate their portal accounts.
10. Edit the body of your letter in the free text box:
    1. Add merge fields using the drop down lists available, where required. Some fields are already entered for you.
    2. Use the standard toolbar to format your letter, as required. You do not need to add header and footer information here.
11. Either:
    • Click Save Letter to overwrite the existing letter. You are prompted Are you sure you want to save this letter?
      or
    • Click Save As New to save both the original and the amended letters. You are prompted Are you sure you want to save this letter as a New Letter?
12. Click OK.
    A preview of your amended letter is displayed:
    
13. Choose to either:
    • Print Letter to keep a hard copy on file.
      or
    • Edit Letter to return to the Letter Preview window and amend the letter further.
      or
    • Close Window. Your letter is listed and is ready to use.